Vendors & Payment Terms

Overview

The purchasing/vendor invoicing module requires the use of Purchase Orders, a Transaction Receipt when materials/services are received and the recording of Vendor Invoices.

It is important to control the vendor data base to allow for an API connection with the companies accounting system.

Setting up Vendor Categories

Every Vendor should have a Category assigne to them. The AHJ and Site Oner Categories are used to provide information at the Site Level.

Step 1, Opent VENDOR CATEGORY tab (1), Click on the NEW VENDOR CATEGORY button (2).

Step 1, fill in the Vendor Category field (1). The AHJ category and the Site Owner category are already set up and are used in populating Site information. Save and Close (2).

Setting up Vendors

Step 1, open the VENDOR tab (1) and click on NEW VENDOR (2)

Step 2, add the vendor’s name (1), the vendor category (2), and the rest of the vendor information (3).

Setting up Payment Terms

Step 1, open the PAYMENT TERMS tab and click NEW PAYMENT TERM.

Step 2, Add a unique payment term (1). Save and Close (2)

Remember, all of this information can be added or changed at any time.